Open Roadmap - Cake


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  1. 1) I can find the total over all my bankaccounts by clicking twice (journal, individual bank account, bank account). This should be available immediately in insights (eg. additional item in the dropbox ; next to spending/income/saving/...)
    This is the most important info for me - how rich am I? ;-)

    2) Another major insight would be - how rich am I compared to 30 days ago?
    Eg. your bank balance is 15.551 Euro. This is 100 Euro better than 17/04 (exactly 1 month ago ; this is a good comparison because a lot of costs/revenu are recurring at the same…

    5 votes

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  2. I would like to setup some Cake widgets on the home screen of my smartphone:
    * the balance of any of my connected accounts
    * the most recent transactions
    * the current cashflow

    This is only a preliminary list with some basic ideas; feel free to add additional suggestions in the comments!

    These widgets should be resizable (depending on the launcher used).

    14 votes

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    Implemented (Android)  ·  Peter responded

    We have already implemented a first balance check widget in Android.

    As time permits, the additional widgets (including widgets on iOS) will also be introduced.

  3. In case a users has multiple connected accounts, the transaction history for each account might differ; for example...
    * the bank account "Alpha" has a transaction history of 10 years
    * the bank account "Beta" has a transaction history of only 5 years

    The insights that include all the connected accounts should be limited to the shortest transaction history; in the above example...
    * the spending insight would only show the last 5 years

    4 votes

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    Although we understand some of the use case, we are currently not going to implement this. This feature could result in significant limitations to insights.

    For example: a user has been at bank A for 10 years. She opens a new shared account with her partner and connects this one to Cake. This would limit all her historic insights and thereby result in a poor user experience.

    Note: we will introduce features such as ‘calculate average based on last 12 months’ to tackle part of the problem.

  4. As a user, I would like to see a more visual representation of the weekly and monthly summary. * The current version of this feature summarizes the income, spending or savings in a block of text.

    2 votes

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  5. I want to see a summary or fun facts about my financials from this year. For example I would like to see where I shopped the most, how much rewards I earned this year etc.

    85 votes

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  6. I would like to change the default widget in the header of the journal; for example set any of the following widgets as my default insight:

    • "Summary for {month}"
    • "Summary since last paycheck"
    • "Savings summary for {month}"
    • "Savings summary since last paycheck"
    • "Income summary for {month}"
    • "Income summary since last paycheck"
    • "Spending summary for {month}"
    • "Spending summary since last paycheck"

    Note: As the user returns into the app, Cake will display the widget the user previously selected.

    5 votes

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  7. I would like to see how much I spent on a specific activity; for example a daytrip, citytrip, holiday, visit the zoo, etc.

    I would like to be able to manage these activities:
    - give a name to the activity
    - include/exclude transactions in an activity

    • There's an analogy with google photos or apple photos: they also know when a set of pictures belongs to the same activity and will automatically bundle them in albums.
    30 votes

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  8. I would like to create insights for a custom period; for example show me my spending, my income or my saving from July 15th to August 15th.

    3 votes

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  9. I would like to know how much I can safely spend; commonly referred to as a safe-to-spend budget. The available budget will take my income and spending into account (using a running period of 30 days), but also factor in my upcoming predicted payments.

    It could give a weekly or monthly forecast.

    40 votes

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  10. I would like to review the evolution of my budget (how much I can safely spend). The period can be changed to visualize the income evolution on a monthly or yearly basis.

    18 votes

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  11. I would like to review how much I can safely save this month. The proposed savings should obviously take my entire budget into account; income, spending, recurring and upcoming predicted payments.

    13 votes

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  12. I would like to perform a detailed comparison of two categories; for example compare my transport versus my groceries budget.

    3 votes

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  13. I would like to review the evolution of my spending at a merchant compared to my total spending in the respective category (of that merchant). For example; how did the percentage of my total grocery shopping that I spent at Carrefour evolve?

    4 votes

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  14. I would like to review the number of days before I will be receiving my next paycheck.

    2 votes

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  15. I would like to review the total Cake earnings for a specific category. The period can be changed to visualize the total Cake earnings I collected for a specific category either for a specific month or year. For example; visualize the evolution of the survey earnings for the last 6 month.

    1 vote

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